Entry Level Financial Services Professional

Bankers Life; Brea (CA); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Competitive commission

Passive income

Licensing training (SIE, Series 6/63,

CFP prep

Award-winning training

Flexible in-office schedules

Retirement savings plan

Job summary

Bankers Life, a Fortune 500 company, seeks ambitious individuals to become Financial Services Professionals. You will build a client base by growing relationships and guiding clients through financial decisions using our product portfolio and latest software.

The role offers sponsored licensing courses (SIE, Series 6, Series 63, CFP) and a competitive commission structure. Training is award-winning and designed to fit your lifestyle, with flexible in-office schedules after training and

Qualifications

• Present complex concepts clearly to clients.
• Proactive in networking and leveraging company leads.
• Build long-term client relationships with trust.
• Manage time and priorities effectively in a busy schedule.

Responsibilities

• Build a client base by growing relationships and guiding clients.
• Provide guidance through important financial decisions using our portfolio and tools.
• Engage in sponsored coursework to gain expertise and credentials.
• Path to leadership, wealth management, and retirement planning opportunities.

Skills

Relationship building

Self-motivation

Time management

Communication

Education

Insurance licensing training

Job description

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.

As a Financial Services Professional, you will:

• Build a client base by growing relationships with your network and providing guidance
• Gain expertise through sponsored coursework and proprietary agent development training
• Guide clients through important financial decisions using the latest software and our expansive product portfolio
• Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning

What makes a great Financial Services Professional?

• The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
• Self-motivation to connect with company provided sales leads and network with new clients
• Strong relationship building, communication, and time-management skills
• A competitive and entrepreneurial spirit to achieve success both for yourself and others

What we offer:

• Highly competitive commission structure designed to grow with you
• Passive income opportunities and bonus programs
• Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP®
• Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
• Flexible in-office schedules once you complete your agent trainingRetirement savings program and more

Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com